See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $709,135 | $168,632+320.5% | $147,614+380.4% | $125,391+465.5% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -5.03% | 77.65%-82.7pp | 61.98%-67.0pp | 282.22%-287.3pp |
| Employer contribution / active EE | $26,406 | $6,252+322.3% | $5,564+374.6% | $4,866+442.7% |
| Participant deferral / active EE | $9,375 | $5,507+70.2% | $4,895+91.5% | $5,352+75.2% |
| Admin fee / account holder | $5,834 | $13,580-57.0% | $11,611-49.8% | $9,540-38.8% |